Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,016 | $85,171+143.1% | $172,753+19.8% | $72,976+183.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 24.02% | 27.32%-3.3pp | 803.00%-779.0pp | 81.02%-57.0pp |
| Employer contribution / active EE | $5,979 | $3,324+79.9% | $5,144+16.2% | $2,440+145.0% |
| Participant deferral / active EE | $5,939 | $3,260+82.2% | $5,198+14.3% | $3,608+64.6% |
| Admin fee / account holder | $10,875 | $5,880+84.9% | $13,956-22.1% | $5,124+112.2% |